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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
676	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$357M	-$324K	3	24.57%	Reduced
677	LLL Lynrock Lake LP Rye Brook, New York	$355M	+$81.6M	8	23.62%	Increased
678	Jasper Ridge Partners Menlo Park, California	$354M	+$10.4M	24	13.28%	Increased
679	GGPE Golden Gate Private Equity San Francisco, California	$354M	+$2.11M	3	71.08%	Increased
680	FAS Formuepleje A/S Aarhus C, Denmark	$353M	-$1.19M	8	13.45%	Reduced
681	Synovus Financial Columbus, Georgia	$352M	+$2.91M	42	3.49%	Increased
682	Elo Mutual Pension Insurance Espoo, Finland	$351M	+$31.4M	33	9.7%	Increased
683	CC Capital Counsel New York	$349M	-$5.5M	5	14.79%	Reduced
684	Rothschild & Co Asset Management US Stamford, Connecticut	$349M	-$44.1M	13	4.09%	Reduced
685	Madison Asset Management Madison, Wisconsin	$347M	+$77M	17	4.55%	Increased
686	SCM Steadview Capital Management London, United Kingdom	$346M	+$29.8M	5	32.39%	Increased
687	Aristotle Atlantic Partners Sarasota, Florida	$345M	+$20.6M	10	20%	Increased
688	MFWM Motley Fool Wealth Management Alexandria, Virginia	$344M	-$12.9M	14	14.98%	Reduced
689	SRFM Shannon River Fund Management New York	$343M	-$30.9M	9	34.78%	Reduced
690	GIP Granite Investment Partners El Segundo, California	$342M	+$14.3M	22	9.99%	Increased
691	2 2Xideas Kusnacht, Switzerland	$342M	+$45.2M	11	20.63%	Increased
692	DFO Duquesne Family Office New York	$341M	-$40.2M	6	12.36%	Reduced
693	Ghisallo Capital Management Boston, Massachusetts	$340M	-$28.5M	41	16.85%	Reduced
694	Sit Investment Associates Minneapolis, Minnesota	$340M	+$3.3M	22	7.99%	Increased
695	South Dakota Investment Council Sioux Falls, South Dakota	$339M	-$10.4M	15	5.67%	Reduced
696	Stephens Inc Little Rock, Arkansas	$338M	-$14.5M	62	5.12%	Reduced
697	GH GAM Holding Zurich, Switzerland	$334M	-$43.4M	23	14.89%	Reduced
698	Hantz Financial Services Southfield, Michigan	$333M	+$21.5M	44	9.61%	Increased
699	Oribel Capital Management New York	$333M	+$95.2M	25	12.4%	Increased
700	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$332M	+$3.18M	16	30.13%	Increased